OPCMX Mutual Fund

OPCMX Mutual Fund

NAV$11.30
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Returns Overview

1 Month
+0.26%
3 Months
+0.44%
6 Months
+5.77%
YTD
+0.26%
1 Year
+2.60%
3 Years (annualized)
+2.66%
5 Years (annualized)
-0.59%
10 Years (annualized)
+1.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPCMX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond 5+ Year Investment Grade Index(^SAPI5Y:SP)
This Mutual Fund (YTD)
+0.26%
Peer Avg (YTD)
+0.23%
vs Peers
+0.03%

OPCMX Mutual Fund Performance

OPCMX performance across multiple time periods: 1-month 0.26%, YTD 0.26%, 1-year 2.60%, 3-year 2.66%, 5-year -0.59%, 10-year 1.64%.

OPCMX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

OPCMX vs another fund shows side-by-side returns. OPCMX alternatives are available in the Mutual Fund Screener.